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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: gdichaz who wrote (53740)3/22/2003 5:31:09 PM
From: Jurgis Bekepuris  Read Replies (1) of 54805
 
Cha2,

>The idea that understanding the technology in which a
>gorilla is dominant and the gorilla's strengths (and
>weakenesses) within it is irrelevant continues to puzzle me.

I hope I did not give an impression that I consider this irrelevant.

>Why is better understanding of fundamentals - the
>sector/area/technology not useful?

It is useful for me.

Jurgis - however, some people think and invest differently, and that's their choice
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